Gen-Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
6,595
+195
| +3% | +$75.7K | 0.99% | 17 |
|
|
2025
Q1 | $2.11M | Buy |
6,400
+311
| +5% | +$103K | 0.88% | 19 |
|
|
2024
Q4 | $2.21M | Sell |
6,089
-12
| -0.2% | -$4.35K | 0.95% | 16 |
|
|
2024
Q3 | $2.31M | Buy |
6,101
+115
| +2% | +$43.6K | 1.01% | 14 |
|
|
2024
Q2 | $1.99M | Sell |
5,986
-202
| -3% | -$67.3K | 0.96% | 15 |
|
|
2024
Q1 | $2.27M | Buy |
+6,188
| New | +$2.27M | 1.12% | 13 |
|